TADCX Mutual Fund

TADCX Mutual Fund

NAV$25.75
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Returns Overview

1 Month
-6.04%
3 Months
-0.08%
6 Months
+0.61%
YTD
+2.18%
1 Year
-0.60%
3 Years (annualized)
+20.57%
5 Years (annualized)
+7.33%
10 Years (annualized)
+14.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TADCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.18%
Peer Avg (YTD)
+5.23%
vs Peers
-3.06%

TADCX Mutual Fund Performance

TADCX performance across multiple time periods: 1-month -6.04%, YTD 2.18%, 1-year -0.60%, 3-year 20.57%, 5-year 7.33%, 10-year 14.96%.

TADCX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

TADCX vs another fund shows side-by-side returns. TADCX alternatives are available in the Mutual Fund Screener.